Hebert v. Unum Group

District Court, E.D. Texas·Decided September 30, 2020·No. 4:18-cv-00910·Unknown

Opinion

UNITED STATES DISTRICT COURT EASTERN DISTRICT OF TEXAS SHERMAN DIVISION

DARYL R. HEBERT, § § v. § CIVIL NO. 4:18-CV-910-SDJ § UNUM GROUP d/b/a UNUM GROUP § CORPORATION, ET AL. §

MEMORANDUM ADOPTING REPORT AND RECOMMENDATION OF UNITED STATES MAGISTRATE JUDGE

Came on for consideration the Report and Recommendation of the United States Magistrate Judge (the “Report”), this matter having been referred to the magistrate judge per 28 U.S.C. § 636. On June 3, 2020, the magistrate judge entered proposed findings of fact and recommendations contained in the Report. (Dkt. #124). The Report recommends that the Court grant the Motion for Summary Judgment (“Motion”), (Dkt. #55 (sealed); Dkt. #118 (redacted)), filed by Defendants Unum Group d/b/a Unum Group Corporation (“Unum”), Jeff Montag, Marcus Veazey, Matthew McWilliams, Renee Wills, Tammy Weatherman, Kelly Preisz, and Liz Putnam (collectively, “Defendants”). Plaintiff Daryl R. Hebert filed objections to the Report (“Objections”), (Dkt. #100), and Defendants responded to his Objections, (Dkt. #104). The Court has reviewed Hebert’s Objections de novo and is of the opinion that the findings and conclusions of the magistrate judge are correct and should be adopted by this Court, and that Hebert’s Objections should be overruled. I. BACKGROUND The background of this case is set out in further detail by the magistrate judge in the Report and is not reproduced here in its entirety. This suit arises out of Unum’s

termination of Hebert’s employment after Unum investigated allegations of misconduct asserted against Hebert by Defendant Renee Wills. (Dkt. #42). Hebert, a sixty-three-year-old male, was employed by Unum as a Managing Director in Unum’s Dallas office. (Dkt. #119-2 at 82). At the time of his termination, Hebert was the oldest Managing Director employed by Unum. (Dkt. #49 at 3). In November 2016, Unum received an anonymous complaint alleging a hostile work environment in the Unum Dallas office consisting of separate meetings for men

and women, employees being forced to visit strip clubs, and use of crude language in the office. (Dkt. #120-3 at 113). When Unum Human Resources (“HR”) conducted a “pulse check” in response to this anonymous complaint, no one in the Dallas office reported any inappropriate conduct. (Dkt. #120-3 at 115). However, a Unum HR employee testified that she described the Dallas office as her “problem child” because the employees would “clam up” anytime she inquired about complaints. (Dkt. #121-1

at 76). On May 19, 2017, Hebert’s direct superior, Defendant Jeff Montag, issued Hebert a formal reprimand (the “Reprimand”) for Hebert’s failure to appropriately address an employee’s HR complaint. (Dkt. #120-4 at 116). The employee in question, one of the individual Defendants in this case, had reported to her supervisor that another Unum employee had sexually harassed her. (Dkt. #120-2 at 110). When a manager informed Hebert of the employee’s complaint, Hebert called the individual Defendant into his office and asked her to repeat the allegations to him—instead of reporting the complaint to HR in accordance with Unum policy. (Dkt. #120-4 at 15;

Dkt. #120-2 at 110). The employee told Hebert she did not feel comfortable talking to him about the incident. (Dkt. #120-2 at 110). Hebert still did not report the individual Defendant’s complaint to anyone in HR and thus Unum did not learn of it until her exit interview. (Dkt. #121-1 at 18). Following this interview, Unum issued Hebert the Reprimand. (Dkt. #120-4 at 116). The Reprimand notified Hebert that “any further instances of unacceptable behavior . . . will not be tolerated and may result in your

immediate termination.” (Dkt. #120-4 at 116). During the last few years of Hebert’s employment at Unum, Hebert and another employee, Wills (a Senior Account Executive who reported directly to Hebert), maintained a contentious working relationship. Hebert lodged various complaints with Unum HR regarding Wills’s “independent” work style, and Hebert told Montag that Wills was “a cancer in the Dallas office” and asked for her to work from home or the Houston office. (Dkt. #120-4 at 99–101; Dkt. #120-5 ¶ 52).

In 2015, Wills requested a meeting with Hebert to discuss her concerns about Hebert’s “drinking” and “frequenting of strip clubs” with employees and brokers, but Hebert dismissed her concerns. (Dkt. #120-5 ¶ 33; Dkt. #119-2 at 49). After this meeting, Wills alleges her work environment “got beyond hostile,” and Wills told Montag in February 2017 that the treatment she received from Hebert had “been almost unbearable.” (Dkt. #119-2 at 49; Dkt. #120-3 at 117). When Unum HR attempted to discuss any concerns with Wills, Wills was not forthcoming with information and said that she would just “live with it” so as not to jeopardize her job. (Dkt. #120-4 at 118).

On January 19, 2018, Hebert, Wills, and other Dallas Unum employees were present for a meeting regarding one of Unum’s brokers. (Dkt. #120-3 at 69–72). During this meeting, Montag announced that this broker was being moved to the Houston Unum office, which would result in lost commissions for the Dallas office. (Dkt. #120-3 at 71–72). Defendants allege that Hebert implied to those present at the meeting that Wills caused the Dallas office to lose this broker. (Dkt. #120-3 at 71).

On January 23, 2018, four days after the meeting, Wills emailed Unum HR her complaint regarding Hebert (“Wills’s Complaint”). (Dkt. #119-2 at 47). In Wills’s Complaint, Wills alleged that she had tried for several years to keep her head down and do her job, but her daily work environment continued to deteriorate. (Dkt. #119-2 at 47). Wills’s Complaint asserted numerous allegations, including: (1) Hebert brought strippers to a Unum event in 2013; (2) Hebert tried to trick Wills into going to strip clubs with him and other Unum employees; (3) Hebert forced one

of the named individual Defendants, a then-employee in the Dallas Unum office, to get a lap dance at a strip club in front of a broker; (4) Hebert used sexual innuendos and vulgar language in the work place; and (5) Hebert instructed Unum employees to submit matching-contribution forms for donations made with their corporate credit cards for a charity event, in violation of Unum’s matching-gift policy. (Dkt. #119-2 at 47–53). Upon receipt of Wills’s Complaint, Unum HR investigated the allegations. Defendants Marcus Veazey and Matthew McWilliams conducted the investigation by reviewing documents and interviewing twenty-five Unum employees and three

former Unum employees. (Dkt. #121-1 at 31; Dkt. #119-2 at 2)). Through these interviews, McWilliams and Veazey found that: (1) numerous Unum employees and Unum brokers had frequented strip clubs with Hebert; (2) Hebert had referred to a Unum employee as “FLP,” which stood for “[F’ing] Little Princess”; (3) Hebert and other Unum employees and brokers engaged in frequent happy hours involving excessive drinking and inappropriate office conduct; and (4) Hebert’s assistant

submitted matching-contribution forms on behalf of Hebert, as well as other Unum employees without their knowledge, for donations made to a charity in violation of Unum’s matching-gift policy. (Dkt. #119-2 at 2–12). During his interview with McWilliams and Veazey, Hebert denied bringing strippers to a Unum event but admitted to giving an event ticket to a bartender who worked at a strip club he frequented. (Dkt. #119 at 61–62). Hebert further admitted that he visited strip clubs with Unum employees and brokers but denied forcing an

individual Defendant to get a lap dance in front of a broker. (Dkt. #119 at 60–61). Hebert admitted that employees in the Dallas Unum office attended informal happy hours once or twice a week. (Dkt. #119 at 65–66).

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